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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,452 | $39,162-83.5% | $100,671-93.6% | $59,633-89.2% |
| Participation rate | 72.0% | 55.9%+16.1pp | 70.7%+1.3pp | 68.7%+3.3pp |
| Annual return | 0.00% | 21.07%-21.1pp | 20.43%-20.4pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,996 | $1,992+50.4% | $3,144-4.7% | $3,192-6.1% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |